SWM
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SeaCrest Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

SeaCrest Wealth Management’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-388
Closed -$15K – 1390
2022
Q2 		$15K Buy
+388
New +$16.8K ﹤0.01% 1611

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

SeaCrest Wealth Management's SPMD Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2022, closing a stake of 388 shares — an estimated $15K sold.

SeaCrest Wealth Management first reported a position in SPMD in Q2 2022 and held it in 1 quarter. The position peaked at $15K in Q2 2022. 380 funds tracked by Wall St. Rank hold SPMD as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 388 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2022, an estimated $15K.
  • SeaCrest Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $15K in Q2 2022.
  • 380 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.